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Introduction to Express CPQ Quoting (Doc ID 1624938.1)

Last updated on JUNE 05, 2018

Applies to:

Oracle BigMachines Express CPQ Cloud Service for Salesforce.com - Version Spring 15 and later
Information in this document applies to any platform.

Purpose

The Quoting module is the Express CPQ application where administrators create dynamic proposal and contract templates. Sales users are then able to select those templates, generate a document, attach it and send it to a customer in just a few clicks. This module eliminates mistakes and removes the need to manually create and edit documents in Microsoft Word or Excel. It also ensures the creation of consistent, professional documents for all your customers.

Details

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In this Document
Purpose
Details
 An Overview of Proposals and Proposal Templates
 Proposals
 Proposal Templates

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